The Argument Against Smart Beta Strategies

The transcript discusses skepticism around smart beta strategies, highlighting concerns about their growth and valuation. It explores Vince's experiment with a 'dumb portfolio' and compares its performance to smart beta funds. The discussion also covers challenges in smart beta strategies, particularly in different market environments, and considers the impact of rising interest rates on these strategies.

What is the significance of the 800 billion mark mentioned in relation to smart beta assets?

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How do rising interest rates potentially affect smart beta strategies?

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What are the implications of using historical data to backtest smart beta strategies?

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